Gerber Kawasaki Wealth & Investment Management Raises Stock Holdings in Meta Platforms, Inc. $META

Key Points

• Gerber Kawasaki Wealth & Investment Management boosted its stake in Meta Platforms by 16.8%, adding 3,707 shares to hold 25,834 shares valued at about $18.97 million, as institutional investors collectively own roughly 79.91% of the stock.
• Meta beat expectations this quarter with EPS of $8.88 versus $8.16 expected and revenue of $59.89 billion (up 23.8% year‑over‑year), underpinning analyst forecasts of about 26.7 EPS for the fiscal year.
• There has been notable insider selling—CFO Susan J. Li sold 56,571 shares for about $36.47 million and insiders have sold 161,446 shares (~$103.45 million) in the past 90 days—which could pressure near‑term sentiment despite strong results.

Gerber Kawasaki Wealth & Investment Management boosted its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 16.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,834 shares of the social networking company's stock after purchasing an additional 3,707 shares during the quarter. Gerber Kawasaki Wealth & Investment Management's holdings in Meta Platforms were worth $18,972,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after acquiring an additional 570 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock worth $5,537,000 after acquiring an additional 875 shares in the last quarter. Headwater Capital Co Ltd boosted its stake in Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after acquiring an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new stake in Meta Platforms in the second quarter worth about $213,000. Finally, Capital & Planning LLC bought a new position in shares of Meta Platforms during the second quarter valued at approximately $322,000. Hedge funds and other institutional investors own 79.91% of the company's stock.

Meta Platforms Price Performance

Shares of META opened at $638.18 on Friday. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The company has a market capitalization of $1.61 trillion, a P/E ratio of 27.16, a price-to-earnings-growth ratio of 1.02 and a beta of 1.30. The firm has a 50 day moving average of $653.98 and a 200 day moving average of $678.88. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business had revenue of $59.89 billion for the quarter, compared to analysts' expectations of $58.33 billion. During the same period in the prior year, the firm posted $8.02 EPS. The firm's quarterly revenue was up 23.8% on a year-over-year basis. As a group, equities research analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms's dividend payout ratio is presently 8.94%.

Insider Activity at Meta Platforms

In related news, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Javier Olivan sold 926 shares of the business's stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $634.94, for a total value of $587,954.44. Following the completion of the transaction, the chief operating officer directly owned 15,187 shares of the company's stock, valued at approximately $9,642,833.78. This trade represents a 5.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 161,446 shares of company stock valued at $103,451,688 over the last ninety days. Insiders own 13.61% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on META shares. Raymond James Financial lowered their target price on shares of Meta Platforms from $825.00 to $800.00 and set a "strong-buy" rating for the company in a report on Monday, January 26th. JPMorgan Chase & Co. upped their price target on Meta Platforms from $800.00 to $825.00 and gave the stock an "overweight" rating in a research note on Thursday, January 29th. TD Cowen reaffirmed a "buy" rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Stifel Nicolaus lifted their price objective on Meta Platforms from $785.00 to $820.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Finally, UBS Group reissued a "buy" rating and issued a $872.00 target price (up from $830.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $844.44.

Key Headlines Impacting Meta Platforms

Here are the key news stories impacting Meta Platforms this week:

• Positive Sentiment: Meta unveiled a roadmap for four new in‑house AI chips (MTIA 300/400/450/500) aimed at inference workloads and faster iterative deployments — a long‑term win for gross‑margin control and scalability if Meta can reduce third‑party hardware spend. Meta Chip Roadmap Puts AI Inference And Costs In Sharper Focus
• Positive Sentiment: Facebook Marketplace rolled out Meta AI features that auto‑write listings and suggest prices — these product improvements can increase seller throughput and ad/commerce monetization. Meta AI Writes Listings and Sets Prices for Facebook Marketplace Sellers
• Positive Sentiment: Meta expanded AI‑driven scam detection across Facebook, WhatsApp and Messenger, which helps reduce fraud liability and could improve user trust and engagement. Meta Rolls Out New Scam Alerts Across Facebook, WhatsApp, and Messenger
• Positive Sentiment: Investor endorsement: Michael Cuggino cited Meta as an AI pick for its cost discipline — a vote of confidence that may support long‑term investor sentiment. Cuggino likes Meta for cost discipline
• Neutral Sentiment: Analysts at Evercore flagged that large internet names (including Meta) may be oversold amid AI/geopolitical worries — this could imply a rebound if sentiment stabilizes. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Neutral Sentiment: Meta acquired Moltbook, a niche social network for AI agents — strategically relevant for agent research but commercially unproven; more of a signal on R&D direction than immediate revenue impact. Meta to acquire Moltbook, the social network for AI agents
• Negative Sentiment: Insider selling: COO Javier Olivan reduced holdings in recent SEC filings — such sizable insider disposals can spook short‑term investors even if routine. Insider sale filing
• Negative Sentiment: Regulatory risk: UK regulators and lawmakers are pressing big tech (including Meta) to do more to keep children off platforms — potential for stricter rules or compliance costs in key markets. UK watchdogs press Meta, TikTok, Snap and YouTube to block children
• Negative Sentiment: Public skepticism on costs: Commentary (e.g., Jim Cramer) asking why Meta retains ~78k employees if AI boosts productivity raises investor questions about future headcount, restructuring and near‑term cost cuts. Cramer: Why does Meta need 78,000 employees if AI makes them 10x more productive?
• Negative Sentiment: Market reaction note: coverage flagged that Meta fell more than the broader market on the latest session — signaling profit‑taking or short‑term risk aversion despite the strategic positives. Here's Why Meta Platforms (META) Fell More Than Broader Market

About Meta Platforms

Meta Platforms, Inc NASDAQ: META, formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta's core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.

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